Gerber Kawasaki Wealth & Investment Management has joined LPL Financial broker-dealer and hybrid RIA platforms, adding $175 million in assets under management to the LPL network.
Gerber Kawasaki, based in Santa Monica, Calif., focuses on wealth management for established families and individuals, as well as wealth building for the younger generations of investors.
Founded in 2010 by Ross Gerber and Danilo Kawasaki, the firm has 19 affiliated financial advisors.
"Gerber focuses on both the needs of the baby boomers planning for retirement as well as on generations X and Y still learning to build wealth," says Gerber, president and CEO. "It is our vision to create not just a wealth management firm but a revolutionary technology platform for clients to communicate, learn and engage with their investment advisors."
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., is the nation's largest independent broker-dealer.